Zapier Agents is a tool that lets you create AI agents to automate your tasks using the power of Zapier's thousands of apps. To get started, visit agents.zapier.com and sign up.
BetaThis product is in open beta. It’s available for use but still in active development and may change.
What is an agent?
Agents are AI-powered assistants that do work on your behalf. They can perform actions independently or when you interact with them. They can also help you fix any issues with their own tasks and answer questions related to connected knowledge sources.
Create a new agent
To create a new agent:
- Visit agents.zapier.com.
- On the left sidebar, click + New agent.
- A dialog box will open. You can start with a custom agent or a template.
Start with a custom agent
- In the text field, enter instructions for your agent. Describe what should trigger the agent, what tasks it should do, and which apps it should use. The agent will format your instructions once it's created.
- Click Skip this step to go directly to the Configure screen.
- Click Create agent.
- In the Connect your apps step, you'll see all apps identified from your instructions. Create a new connection for each app by clicking the Settings icon or select an existing connection from the dropdown menu.
- Click Create. You'll be taken to the agent's Configure screen, where you can change the trigger, the tools your agent uses, and test the agent.
- Once you're done, click the on/off toggle to enable the agent.
- Agents using the On demand or Trigger via Zap triggers are automatically enabled.
Start with a template
Templates provide your agent with preset instructions and apps for the most common use cases. You can make changes to the template after creating your agent.
- Select a template from the list in the dialog box.
- Click Use this template.
- In the Connect your apps step, create a new connection for each app by clicking the Settings icon or selecting an existing connection from the dropdown menu.
- Click Create. You'll be taken to the agent's Configure screen, where you can change the trigger, the tools your agent uses, and test the agent.
- Once you're done, click the on/off toggle to enable the agent.
- Agents using the On demand or Trigger via Zap triggers are automatically enabled.
Add more tools to your agent
You can add more actions and knowledge sources to your agent at any time.
- In the Tools this agent can use section, click the Add Tools icon . A dialog box will open.
- Search for and select an app.
- Click the action you want to add.
- (Optional) Hover over the action name and click Advanced to change any action fields.
. A dialog box will open.
Advanced to change any action fields.Use Zapier Copilot to make changes
When you create a new agent, Zapier Copilot will open and assist you in making changes, adding actions, investigating errors, and more. Zapier Copilot can also work with you across all other Zapier products to help you complete any changes in other assets.
To open Zapier Copilot, click the Copilot icon at the bottom of the left sidebar.
at the bottom of the left sidebar.In the chat text field at the bottom left, enter the changes you want to make.
- Press Enter on your keyboard, or click the Send icon to send a message.
- (Optional) Click the microphone icon to use voice recognition to dictate your workflow.
- Click the Stop button in the chat field to stop the AI generation.
to send a message.
to use voice recognition to dictate your workflow.Delete an agent
When you delete an agent, all its activity is also deleted. Any activity used by that agent is still counted towards your account limit. It's not possible to recover a deleted agent.
To delete an agent:
- From the All agents page, click the three dot icon for the agent you want to delete.
- Click Delete agent.
- In the dialog box, confirm by clicking Delete agent.
for the agent you want to delete.
Delete agent.
Usage and plans
Agents use activities when they run. If you need more activities, upgrade your Zapier Agents plan.
Rate and token limits
Zapier Agents plans have a daily message rate limit of 500 messages per day. This includes messages sent while chatting with an agent, as well as messages sent in response to automated actions.
If you're on a Custom Zapier Agents plan, the daily rate limit depends on the number of activities in your plan. If you're hitting your current rate limit, contact our support team.
You may also run into token limits due to the length of a message. If you encounter these limitations, try to decrease the length of your instructions. To share larger amounts of data with an agent, use a knowledge source.
Enable Agents for an Enterprise account
To use Zapier Agents in a Zapier Enterprise account, an admin or the account owner must visit https://agents.zapier.com to enable account-wide access to Zapier Agents.
Provide feedback and get help
Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.